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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,766 | $185,312-98.5% | $161,489-98.3% | $154,746-98.2% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 25.94% | 103.84%-77.9pp | 89.72%-63.8pp | 172.34%-146.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $468 | $6,350-92.6% | $5,630-91.7% | $6,730-93.0% |
| Admin fee / account holder | $231 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |